Filed May 10, 2018 (most recent of 2 filings on file)
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,872 | $39,132-5.8% | $57,196-35.5% | $62,881-41.4% |
| Participation rate | 71.2% | 70.5%+0.7pp | 75.3%-4.1pp | 69.3%+1.9pp |
| Annual return | 7.73% | 9.24%-1.5pp | 14.59%-6.9pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,443 | $1,874-23.0% | $2,683-46.2% | $2,281-36.8% |
| Participant deferral / active EE | $3,492 | $2,374+47.1% | $3,096+12.8% | $3,203+9.0% |
| Admin fee / account holder | $923 | $2,594-64.4% | $3,141-70.6% | $4,296-78.5% |